See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,284 | $68,719-74.8% | $91,541-81.1% | $84,808-79.6% |
| Participation rate | 91.4% | 64.5%+26.9pp | 69.8%+21.7pp | 68.3%+23.1pp |
| Annual return | 22.95% | 19.12%+3.8pp | 20.50%+2.4pp | 40.90%-17.9pp |
| Employer contribution / active EE | $1,292 | $1,920-32.7% | $2,505-48.4% | $2,631-50.9% |
| Participant deferral / active EE | $5,129 | $3,136+63.6% | $4,008+28.0% | $4,212+21.8% |
| Admin fee / account holder | $503 | $5,786-91.3% | $6,956-92.8% | $7,344-93.1% |